MFW
Meristem Family Wealth’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1
| Closed | -$312K | – | 203 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.08% | 139 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.1% | 119 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.1% | 104 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.11% | 95 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.11% | 98 |
|
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.1% | 106 |
|
|
2018
Q1 | $299K | Sell |
1
-1
| -50% | -$299K | 0.11% | 102 |
|
|
2017
Q4 | $596K | Hold |
2
| – | – | 0.22% | 58 |
|
|
2017
Q3 | $550K | Buy |
2
+1
| +100% | +$275K | 0.22% | 56 |
|
|
2017
Q2 | $255K | Sell |
1
-99
| -99% | -$25.2M | 0.1% | 91 |
|
|
2017
Q1 | $500K | Buy |
+100
| New | +$500K | 0.2% | 61 |
|
|
2016
Q4 | – | Sell |
-100
| Closed | -$432K | – | 91 |
|
|
2016
Q3 | $432K | Buy |
100
+98
| +4,900% | +$423K | 0.18% | 69 |
|
|
2016
Q2 | $434K | Hold |
2
| – | – | 0.19% | 65 |
|
|
2016
Q1 | $427K | Hold |
2
| – | – | 0.19% | 69 |
|
|
2015
Q4 | $396K | Buy |
+2
| New | +$396K | 0.16% | 74 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 64 |
|
|
2015
Q2 | – | Sell |
-1
| Closed | -$218K | – | 107 |
|
|
2015
Q1 | $218K | Hold |
1
| – | – | 0.09% | 109 |
|
|
2014
Q4 | $226K | Hold |
1
| – | – | 0.08% | 103 |
|
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | 0.09% | 105 |
|
|
2014
Q1 | – | Sell |
-3
| Closed | -$534K | – | 109 |
|
|
2013
Q4 | $534K | Hold |
3
| – | – | 0.22% | 65 |
|
|
2013
Q3 | $511K | Sell |
3
-297
| -99% | -$50.6M | 0.24% | 62 |
|
|
2013
Q2 | $506K | Buy |
+300
| New | +$506K | 0.23% | 61 |
|